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Director, Credit Advisory Underwriting, Wealth Management
3 months ago
We are one of the worlds top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration.
Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive innovative ideas at every turn.
Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself.
This is what #LifeAtBNYMellon is all about.As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S.
and abroad achieve stronger after-tax performance to help maintain their wealth over generations.We're seeking a future team member for the role of Director, Credit Advisory Underwriting and Head of Securities Based Lending to join our Wealth Management Private Banking team.
The position is based in Pittsburgh, PA (Hybrid) The person leading this team is someone looking towards the future, a visionary, able to incorporate the latest industry innovations in technology and client experience.
In this role, you'll make an impact in the following ways:Leading projects, as the subject matter expert, for securities based lending inclusive of technology, regulatory reporting and credit policy.
Managing credit analysis effectively to determine client risk profile, underwriting and approval of loans.
Leading and developing the team responsible for executing Private Banking Underwriting, for loans secured by marketable securities.
Leading the operational activities and resources for the Underwriting and Documentation related to Wealth Management lending activity.
Setting strategic priorities and aligning resources with business objectives and annual plan.
Leading key initiatives for the team, ensuring the team achieves business goals and maintains high standards of client satisfaction.
Reviewing credit analysis to identify future changes/trends in the credit quality of portfolio clients.
Developing recommendations for changes in target exposure and deploying strategies to enact needed changes.
While being client obsessed it is also important that you can balance the need to do the right thing for our clients with the risk appetite of the bank.
To be successful in this role, we're seeking the following:Bachelor's degree in finance or the equivalent combination of education and experience is required.
15+ years of total work experience with 10+ years of management experience preferred.
Relevant industry experience providing securities based lending solutions to HNW individuals, RIAs and Broker Dealers.
Extensive experience in credit analysis required, with exposure to securities based lending and high net worth lending.
Deep product knowledge and experience of high risk and high revenue generating credit products.
A track record of successfully building and leading teams.
At BNY Mellon, our inclusive culture speaks for itself.
Here's a few of our awards:
Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg's Gender Equality Index (GEI)
Best Places to Work for Disability Inclusion, Disability:
IN – 100% score.
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP's Climate Change 'A List'
Forbes Blockchain 50
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY Mellon assesses market data to ensure a competitive compensation package for our employees.
The base salary for this position is expected to be between $128,200 and $237,200 per year at the commencement of employment.
However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.
We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.#J-18808-Ljbffr
